Wealth Management - Client Service - Associate

rnal clients and Integrated team for day-to-day account administration and servicing

• Provide proactive personalized service on transaction processing such as deposits, loans, asset transfers, execution of cash products, cash flow management, corporate action, servicing inquiries and investigation handling etc

• Assist Clients in all account maintenance related requests such as change of contact details, company and account structure update, KYC update and ensures all necessary documentation is processed in accordance with Bank's standards

• Outreach proactively to client for digital adoption

• Assist Bankers in execution of credit facility, facilitates ad-hoc client requests, trouble shooting, and help drives any remediation or campaign that is required from Bank

Required qualifications, capabilities, and skills

• Bachelor's degree in any discipline

• 6 years of Client Service / Relationship Management experience from Private Bank or Retail Banking

• Basic working knowledge of Private Banking products including relevant operational processes on cash management, KYC document review, corporate action and banking products etc

• High sensitivity to Banking Control Standards particularly those related to money transfers, securities transfer, credit, and any other transactional services

• Good interpersonal skills on servicing and ability to maintain and deepen relationships

• Good oral and written communication skills in English, Cantonese and Mandarin, the role is required to support Chinese or English spoken clients in China and Hong Kong

• Capable of interacting with clients directly and able to resolve client inquiries and trouble shoot problems independently

• Knowledge of all relevant systems and software packages including Outlook, Excel, Adobe Acrobat, and other information sources

• HKMA type 1, 4, 9 certified are essential for performing the duties associated with this role and ensuring compliance with regulatory standards or fulfill the license requirement within 4 months upon employment

Preferred qualifications, capabilities, and skills

• Knowledge of all relevant systems and software packages including e-mail, Excel, Adobe Acrobat and other information sources

• Fast paced, good teamwork, adaptable, multi-tasking and able to work in a demanding and unpredictable environment

• Detail-oriented, think out of box and result-oriented

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.